Go Pro
→ Major Buy Alert Issued for August 31st (From TradeSmith) (Ad)tc pixel Free HGBL Stock Alerts

Heritage Global (HGBL) Institutional Ownership

Heritage Global logo
$1.24 -0.04 (-3.13%)
As of 08/28/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)

Current
Institutional Ownership
Percentage
33.46%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.64M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.57M
Get HGBL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Heritage Global stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/17/2026 Punch & Associates Investment Management Inc.2,021,458$2.45M0.1%N/A5.819%
8/7/2026 BlackRock Inc.168,422$204K0.0%N/A0.485%
6/12/2026 Militia Capital Management LLC563,873$767K0.2%N/A1.623%
5/15/2026 Punch & Associates Investment Management Inc.2,244,148$3.05M0.2%-5.9%6.460%
5/14/2026 Renaissance Technologies LLC244,317$332K0.0%-35.3%0.703%
5/13/2026 Militia Capital Management LLC563,873$767K0.2%N/A1.623%
5/4/2026 Evernest Financial Advisors LLC194,000$274K0.1%N/A0.558%
2/18/2026 XTX Topco Ltd24,667$31K0.0%N/A0.071%
2/17/2026 Punch & Associates Investment Management Inc.2,384,652$2.96M0.2%-3.7%6.864%
2/17/2026 Rothschild Wealth LLC360,866$447K0.0%N/A1.039%
2/13/2026 Mink Brook Asset Management LLC2,028,844$2.52M1.6%+7.8%5.840%
2/13/2026 Wynnefield Capital Inc.79,426$98K0.1%-80.2%0.229%
2/12/2026 Jane Street Group LLC29,651$37K0.0%+196.2%0.085%
2/12/2026 Dimensional Fund Advisors LP209,612$260K0.0%-23.0%0.603%
2/10/2026 Goldman Sachs Group Inc.49,951$62K0.0%+29.9%0.144%
11/17/2025Perritt Capital Management Inc295,866$491K0.2%-51.1%0.852%
11/17/2025 Susquehanna International Group LLP42,738$71K0.0%N/A0.123%
11/17/2025 Punch & Associates Investment Management Inc.2,475,228$4.11M0.2%+0.9%7.125%
11/17/2025Militia Capital Partners LP563,873$936K0.4%-3.5%1.623%
11/17/2025 Mink Brook Asset Management LLC1,882,222$3.12M2.1%+0.8%5.418%
11/17/2025 Citadel Advisors LLC73,465$122K0.0%+17.0%0.211%
11/14/2025 Virtu Financial LLC16,796$28K0.0%N/A0.048%
11/12/2025 Dimensional Fund Advisors LP272,317$452K0.0%-7.3%0.784%
11/7/2025 GSA Capital Partners LLP21,928$36K0.0%+103.0%0.063%
11/7/2025Vanguard Group Inc.1,860,027$3.09M0.0%-0.7%5.354%
11/6/2025 Truffle Hound Capital LLC1,100,000$1.83M0.5%+19.5%3.166%
8/16/2025 Evergreen Capital Management LLC11,878$26K0.0%N/A0.034%
8/15/2025 Topline Capital Management LLC1,678,507$3.73M0.6%-1.0%4.832%
8/15/2025 Man Group plc59,874$133K0.0%-18.5%0.172%
8/11/2025 Truffle Hound Capital LLC920,157$2.04M0.5%+41.6%2.649%
7/29/2025 Koshinski Asset Management Inc.917,304$2.04M0.2%-0.5%2.587%
6/6/2025Militia Capital Partners LP584,478$1.27M1.0%+6.6%1.649%
5/16/2025Punch & Associates Investment Management Inc.2,454,467$5.35M0.3%-1.9%6.923%
5/16/2025Ancora Advisors LLC514,269$1.12M0.0%+1.2%1.451%
5/15/2025Topline Capital Management LLC1,694,744$3.70M0.8%-12.1%4.780%
5/7/2025Ridgewood Investments LLC241,165$526K0.2%+6.9%0.680%
4/25/2025Koshinski Asset Management Inc.922,304$2.01M0.2%-8.6%2.598%
4/16/2025Wealth Enhancement Advisory Services LLC25,758$56K0.0%N/A0.073%
4/9/2025Parkside Advisors LLC34,139$74K0.0%N/A0.096%
2/17/2025Mink Brook Asset Management LLC1,867,021$3.45M3.3%N/A5.000%
It’s not about Greenland (Ad)

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

Watch the full documentary before December's economic summit in Miami
2/17/2025Millennium Management LLC29,805$55K0.0%-64.4%0.080%
2/17/2025Citadel Advisors LLC40,763$75K0.0%-57.8%0.109%
2/17/2025Ancora Advisors LLC508,269$940K0.0%-2.2%1.361%
2/14/2025Two Sigma Securities LLC14,950$28K0.0%N/A0.040%
2/14/2025Topline Capital Management LLC1,927,096$3.57M0.7%N/A5.161%
2/14/2025Dimensional Fund Advisors LP240,241$444K0.0%-28.8%0.643%
2/13/2025NewEdge Advisors LLC14,904$28K0.0%N/A0.040%
2/13/2025Renaissance Technologies LLC339,817$629K0.0%+2.8%0.910%
2/12/2025Geode Capital Management LLC361,632$669K0.0%+7.8%0.968%
2/11/2025Truffle Hound Capital LLC650,000$1.20M0.4%N/A1.741%
1/16/2025Koshinski Asset Management Inc.1,009,304$1.87M0.0%-4.7%2.703%
11/16/2024Geode Capital Management LLC335,402$570K0.0%+2.4%0.898%
11/15/2024Jane Street Group LLC14,941$25K0.0%N/A0.040%
11/15/2024Wynnefield Capital Inc.401,030$682K0.3%-10.1%1.074%
11/15/2024Janus Henderson Group PLC28,982$49K0.0%+53.2%0.078%
10/10/2024Koshinski Asset Management Inc.1,059,304$1.80M0.2%N/A2.837%
8/9/2024Renaissance Technologies LLC318,217$783K0.0%-11.0%0.852%
8/9/2024Dimensional Fund Advisors LP449,864$1.11M0.0%+11.8%1.205%
5/16/2024Ancora Advisors LLC472,388$1.25M0.0%+34.6%1.265%
5/16/2024Connective Capital Management LLC203,938$538K0.8%N/A0.546%
5/16/2024Janus Henderson Group PLC20,445$54K0.0%N/A0.055%
5/14/2024Herr Investment Group LLC432,900$1.14M0.3%+10.7%1.159%
4/10/2024Ridgewood Investments LLC197,547$522K0.3%+3.9%0.532%
2/15/2024Perritt Capital Management Inc.340,591$947K0.5%-4.1%0.917%
2/12/20241492 Capital Management LLC303,621$844K0.5%+173.8%0.817%
1/12/2024Mutual Advisors LLC167,530$466K0.0%-20.4%0.451%
1/11/2024Ridgewood Investments LLC190,047$528K0.3%+16.6%0.512%
11/14/2023Quadrature Capital Ltd177,838$560K0.0%-11.0%0.479%
11/14/2023Mutual Advisors LLC210,500$657K0.0%-31.0%0.567%
11/13/2023EAM Investors LLC333,504$1.04M0.2%-28.7%0.898%
11/13/2023Acadian Asset Management LLC156,915$488K0.0%-29.4%0.422%
11/7/2023Barclays PLC17,022$53K0.0%N/A0.046%
10/26/2023Punch & Associates Investment Management Inc.2,761,465$8.62M0.6%+13.2%7.433%
8/14/2023Perritt Capital Management Inc.355,091$1.29M0.7%-7.3%0.957%
8/11/2023Cibc World Market Inc.116,300$421K0.0%+38.3%0.313%
8/7/2023Acadian Asset Management LLC222,310$802K0.0%+940.1%0.599%
7/31/2023Mutual Advisors LLC305,000$1.10M0.0%N/A0.822%
7/28/2023Koshinski Asset Management Inc.1,195,943$4.33M0.5%-20.8%3.223%
7/27/2023Virtu Financial LLC16,591$60K0.0%N/A0.045%
5/9/2023Wedbush Securities Inc.66,500$191K0.0%-55.7%0.179%
4/25/2023Ridgewood Investments LLC163,000$468K0.3%+6.5%0.441%
4/12/2023Koshinski Asset Management Inc.1,510,829$4.34M0.4%N/A4.091%
4/12/2023Naviter Wealth LLC29,421$84K0.0%N/A0.080%
1/31/2023Wedbush Securities Inc.150,000$353K0.0%-6.3%0.406%
11/15/2022Perritt Capital Management Inc.413,424$666K0.4%+36.7%1.119%
10/18/2022Bailard Inc.31,718$51K0.0%N/A0.086%
10/13/2022Ridgewood Investments LLC153,000$246K0.2%+4.5%0.415%
7/21/2022Wedbush Securities Inc.160,000$240K0.0%+79.0%0.436%
7/19/2022Ridgewood Investments LLC146,418$220K0.2%+10.1%0.399%
7/12/2022Koshinski Asset Management Inc.1,488,443$2.23M0.2%N/A4.058%
Buy this stock tomorrow morning (Ad)

A new strategy called Sell This, Buy That aims to help investors rotate out of overpriced AI stocks before a potential summer pullback. One featured pick has inked a partnership with Nvidia that could position it ahead of Tesla in the autonomous vehicle race, according to the report's Hotlist of buy and sell ideas. See the full name, ticker, and rationale before markets open.tc pixel

Get the ticker symbol and strategy details now


HGBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Topline Capital Management LLC ($3.73M), Vanguard Group Inc. ($3.09M), Mink Brook Asset Management LLC ($2.52M), Punch & Associates Investment Management Inc. ($2.45M), Koshinski Asset Management Inc. ($2.04M), Truffle Hound Capital LLC ($1.83M), and Ancora Advisors LLC ($1.12M).Learn more on Heritage Global's institutional investors.

33.46% of Heritage Global's stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings.

Of the 27 institutional investors that purchased Heritage Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Punch & Associates Investment Management Inc. ($2.04M), Mink Brook Asset Management LLC ($2.03M), Topline Capital Management LLC ($1.93M), Militia Capital Management LLC ($1.13M), Truffle Hound Capital LLC ($1.10M), Koshinski Asset Management Inc. ($1.06M), and Rothschild Wealth LLC ($360.87K).

Institutional investors have bought a total of 4,372,486 shares in the last 24 months. This purchase volume represents approximately $5.64M in transactions.

The following institutional investors have sold Heritage Global stock in the last 24 months: Wynnefield Capital Inc. ($321.60K), Perritt Capital Management Inc ($309.01K), Punch & Associates Investment Management Inc. ($231.08K), Renaissance Technologies LLC ($133.20K), Dimensional Fund Advisors LP ($84.07K), Militia Capital Partners LP ($20.61K), and Vanguard Group Inc. ($13.20K).

Institutional investors have sold a total of 1,112,768 shares in the last 24 months. This volume of shares sold represents approximately $1.57M in transactions.


Related Companies

Institutional ownership data for NASDAQ:HGBL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/17/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Why Boston Ships In Natural Gas It Already Has at Home
A tanker called the Iberica Knutsen once sailed 2,272 miles from Trinidad and Tobago to deliver liquefied natu...
Porter & Company | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Buy These Stocks Before August 31st
Keith Kaplan has invested $17 million into his own AI research platform, now used by 180,000 investors worldwi...
TradeSmith | Sponsoredtc pixel
Bank of America grew this stake 139%
Bank of America raised its stake in a small gold company by 139%. Jane Street increased its position by 159%, ...
Behind the Markets | Sponsoredtc pixel
Musk says UBI is coming. I say it's already here.
Elon Musk says AI could make money irrelevant by 2036. One income program already exists today, funded not by ...
Freedom Financial | Sponsoredtc pixel